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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,771 hedge funds and large institutions have $27.6B invested in Vanguard Dividend Appreciation ETF in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 669 increasing their positions, 697 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
-14
Holders Change %
-0.78%
% of All Funds
28.35%
Holding in Top 10
239
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.81%
% of All Funds
3.83%
New
118
Increased
669
Reduced
697
Closed
83
Calls
$112M
Puts
$28.9M
Net Calls
+$82.7M
Net Calls Change
-$67.2M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$104M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76.5M
3
RJA
Raymond James & Associates
Florida
+$61.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$41.3M
5
AWM
Apollon Wealth Management
South Carolina
+$38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$901M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$177M
3
B
Barings
North Carolina
-$88.6M
4
Brown Advisory
Brown Advisory
Maryland
-$70.5M
5
Charles Schwab
Charles Schwab
California
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
826
Stock Yards Bank & Trust
Kentucky
$1.42M -$53.3K -346 -4%
BFEC
827
Benjamin F. Edwards & Company
Missouri
$1.42M -$121K -787 -8%
SIA
828
Sage Investment Advisers
New York
$1.42M +$74.4K +483 +6%
MCM
829
Manchester Capital Management
Vermont
$1.41M -$185K -1,200 -12%
AWM
830
Accel Wealth Management
Iowa
$1.41M -$44.2K -287 -3%
VP
831
Verum Partners
North Carolina
$1.41M -$17.7K -115 -1%
DWM
832
Defined Wealth Management
Oregon
$1.4M -$4.46M -28,965 -76%
NRW
833
Nova R Wealth
Kansas
$1.4M +$136K +886 +11%
MWA
834
Monograph Wealth Advisors
California
$1.4M -$384K -2,495 -22%
SCM
835
Spreng Capital Management
Ohio
$1.39M -$148K -959 -10%
SFG
836
Sovereign Financial Group
Connecticut
$1.39M -$502K -3,260 -27%
FTUS
837
Flow Traders U.S.
New York
$1.39M +$1.39M +8,994 New
CS
838
Credit Suisse
Switzerland
$1.38M +$1.35M +8,739 +3,719%
V
839
ViaWealth
Kansas
$1.38M -$72.7K -472 -5%
CFD
840
Creative Financial Designs
Indiana
$1.38M -$35.9K -233 -3%
ARC
841
Advisor Resource Council
Texas
$1.37M +$248K +1,601 +22%
NA
842
Nottingham Advisors
New York
$1.36M -$41.4K -269 -3%
ESB
843
Essex Savings Bank
Connecticut
$1.35M – – –
HCMT
844
Highland Capital Management (Tennessee)
Tennessee
$1.34M -$266K -1,730 -17%
BWM
845
Birchcreek Wealth Management
Ohio
$1.34M -$44.8K -291 -3%
APW
846
Austin Private Wealth
Texas
$1.34M +$16.8K +109 +1%
SWP
847
Strategic Wealth Partners
Ohio
$1.34M +$152K +987 +13%
IAA
848
Independent Advisor Alliance
North Carolina
$1.34M -$381K -2,476 -22%
WFM
849
Wolff Financial Management
Michigan
$1.33M -$181K -1,174 -12%
SP
850
Successful Portfolios
Florida
$1.33M +$71.9K +467 +6%
32 33
34
35 36